Various sales aids to enhance production.
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90 Sales Ideas for Personal Lines CSRs (PDF mini-guide).
Single end-user license • Pricing: $25
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
New and seasoned personal lines CSRs -- and their managers (for training purposes).
File format:
20-page PDF document.
Headline:
90 Sales Ideas for Personal Lines CSRs.
Image:
Play money on scale.
Design format.
8.5" x 11" 20-page PDF mini-guide for CSRs and their managers. Includes hands-on ideas for new and seasoned reps. Mini-guide contains 90 classic insurance sales ideas gathered together for reference. They eliminate all excess wording and clipart and get right to the point, so reps don’t have to thumb through tons of pages to find the ideas they need. It’s a helpful training tool for new CSRs and serves as a practical reminder for seasoned pros.
Extra value.
This PDF mini-guide includes all 80 ideas included in our print version (80 Sales Ideas for Personal Lines CSRs) -- plus 10 more. And, unlike the print edition, you don't have to buy separate copies for each CSR in your office. You may legally provide a copy of the PDF guide to each CSR in a single physical agency office without violating our terms of use.
Some Ideas You Know • Some You Forgot • Some Are New to You...
62 ideas for all CSRs.
6 key warning signs of a possible client defection.
4 basic CSR selling skills.
10 actions for CSRs to take during clients' or prospects' major life events.
4 ways to see a personal lines policy that’s written elsewhere.
7 signals for spotting a serious insurance buyer.
7 preemptive cross-selling strategies.
7 ways to encourage a fast auto insurance buying decision.
7 post-sale errors to avoid.
3 question types that lead to insurance sales moments.
6 youthful driver talking points.
1 fun idea for maintaining your sense of humor in a tough job.
28 ideas for new CSRs.
6 ways to speak positively to insureds and prospects.
9 new client killers to unfailingly avoid.
8 ways to make a good first impression.
5 ways to manage common sales objections.
Item number: PDFB-PL-001
Personal Lines Cross-Sell Action Report.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Action plan for CSRs to complete for virtually every personal lines insured.
File format:
Word document.
Headline:
Personal lines cross-sell action report.
Image:
None.
Design format.
8.5" x 11" document for CSR to complete at least every two years on every personal lines insured. The more protection that is cross-sold, the greater your retention and profit. Encourages cross-sell action by the rep. Itemizes reasons, methods and results of contact, both negative and positive.
Item number: TOOL-PL-013
Personal Lines Proposal - 10 Custom Elements.
Single end-user license • Pricing: $25
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Personal lines CSRs and producers who wish to impress prospects with a professional, custom proposal.
File format:
10 Word documents in a single ZIP file.
Headline:
Various headlines on each of the 10 elements.
Image:
Images of an auto and home on selected elements.
Design format.
Series of 8.5" x 11" documents. Zip file contains 10 elements that you can use to build a new proposal document or to supplement your existing one. Edited with Word, customized and bound together, they elegantly showcase the extent of your preparation and insurance knowledge. Plus, they encourage discussions of issues beyond price, which helps when selling to interested prospects. Furthermore, the pages don’t look like standard boilerplate. They are crisp and clear, without extensive coverage descriptions. Each element can be easily edited with Word to change anything on it.
The 10 proposal element pages include...
Custom Cover Page
About You
About Us
Agency Services
Auto Coverages
Home Coverages
Other Coverages
Auto Comparison Chart
Home Comparison Chart
Premium Choices
Item number: PROP-PL-001
What Else Can I Do For You?
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
For CSRs to use to minimize or prevent “buyer’s remorse” after a new sale.
File format:
Word document.
Headline:
What Else Can I Do For You?
Image:
None.
Design format.
8.5" x 11" document for CSR to send to new personal lines clients to minimize post-sale buyer's remorse. Shows that the agency is still interested, even after the initial sale.
Item number: TOOL-PL-012
Manual Quote Recap Sheet - Auto.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Auto insurance prospects
File format:
Word document.
Headline:
Automobile insurance quote recap.
Image:
None.
Design format.
8.5" x 11" document allows a CSR or producer to take a few moments to manually recap an impersonal computer-generated rate printout for a new prospect. People often appreciate this personal touch. Ideal for personal lines CSRs and producers who wish to employ a powerful "old school" sales technique on auto insurance prospects.
Item number: TOOL-PL-003
Manual Quote Recap Sheet - Homeowners.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Homeowners insurance prospects.
File format:
Word document.
Headline:
Homeowners insurance quote recap.
Image:
None.
Design format.
8.5" x 11" document allows a CSR or producer to take a few moments to manually recap an impersonal computer-generated rate printout for a new prospect. People often appreciate this personal touch. Ideal for personal lines CSRs and producers who wish to employ a powerful "old school" sales technique on homeowners prospects.
Item number: TOOL-PL-004
I Will Switch My Auto Policy If...
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Form encourages automobile policy shoppers to buy on-the-spot -- if your quote meets the conditions they check off.
File format:
Word document.
Headline:
I'll switch my policy if...
Image:
Small picture of a toy car.
Design format.
8.5" x 11" document for automobile prospects to complete prior to you preparing your quote. It itemizes the reasonable conditions that you must meet (regarding pricing, coverage, and service) in order for them to buy on-the-spot -- and switch to you.
Item number: TOOL-PL-010
I Will Switch My Home Policy If...
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Form encourages homeowners policy shoppers to buy on-the-spot -- if your quote meets the conditions they check off.
File format:
Word document.
Headline:
I'll switch my policy if...
Image:
Small picture of a toy car.
Design format.
8.5" x 11" document for homeowners prospects to complete prior to you preparing your quote. It itemizes the reasonable conditions that you must meet (regarding pricing, coverage, and service) in order for them to buy on-the-spot -- and switch to you.
Item number: TOOL-PL-011
Imaginary Newspaper - Personal Umbrella.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Personal lines umbrella prospects.
File format:
Word document.
Headline:
"Newspaper "name: Imaginary News.
Custom headline: [Name of prospect] family is sued for $1,000,000.
Image:
Umbrella covering a home and car (stylized).
Design format.
8.5" x 11" imaginary "newspaper" that includes a custom headline and multiple umbrella-related articles. This unusual format allows a CSR or producer to provide important sales information to an insured about umbrella policies. Use as a standalone direct mail piece or as a personalized insert.
Item number: TOOL-PL-005
If We Talked - An Imaginary Transcript About Auto Policies.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Auto insurance prospects.
File format:
Word document.
Headline:
If we talked!
Image:
Picture of a person standing next to their car.
Design format.
8.5" x 11" document that creatively allows a CSR or producer to provide important sales information to an insured who won't reply to your calls and emails. Displays a custom "transcript" of an imaginary conversation with a current homeowners insured about writing their auto insurance. This unusual format allows a CSR or producer to provide key sales points to a hard-to-reach insured. Use as a standalone direct mail piece or as a personalized insert.
Item number: TOOL-PL-006
If We Talked - An Imaginary Transcript About Homeowners Policies.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Homeowners insurance prospects.
File format:
Word document.
Headline:
If we talked!
Image:
Picture of a home.
Design format.
8.5" x 11" document that creatively allows a CSR or producer to provide important sales information to an insured who won't reply to your calls and emails. Displays a custom "transcript" of an imaginary conversation with a current auto insured about writing their homeowners insurance. This unusual format allows a CSR or producer to provide key sales points to a hard-to-reach insured. Use as a standalone direct mail piece or as a personalized insert.
Item number: TOOL-PL-007
If We Talked - An Imaginary Transcript About Umbrella Policies.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Auto and homeowners clients who also need an umbrella.
File format:
Word document.
Headline:
If we talked!
Image:
Umbrella covering a home and car (stylized).
Design format.
8.5" x 11" document that creatively allows a CSR or producer to provide important sales information to an insured who won't reply to your calls and emails. Displays a custom "transcript" of an imaginary conversation with the insured about an umbrella policy. This unusual format allows a CSR or producer to provide key sales points to an insured. Use as a standalone direct mail piece or as a personalized insert.
Item number: TOOL-PL-008
If We Talked - An Imaginary Transcript About Flood Insurance.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Homeowners insureds who need flood insurance.
File format:
Word document.
Headline:
If we talked!
Image:
Picture of a home "submerged" under water. (The flood effect was added with special software.)
Design format.
8.5" x 11" document that creatively allows a CSR or producer to provide important sales information to an insured who won't reply to your calls and emails. Displays a custom "transcript" of an imaginary conversation with the insured about flood insurance. This unusual format allows a CSR or producer to provide key sales points to an insured. Use as a standalone direct mail piece or as a personalized insert.
Item number: TOOL-PL-009
Personal Lines Policy Comparison Chart.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Personal lines CSRs and producers who wish to use a point-by-point comparison in their sales presentation.
File format:
Word document.
Headline:
[Name of agency] • Policy comparison chart.
Image:
None.
Design format.
8.5" x 11" document. Displays key limits and coverages for your proposed policies. The chart also provides a column for the prospect (or the CSR) to enter comparative facts about their present insurance contracts. Compares three major policy types: automobile, homeowners, and umbrella. Chart can be easily edited with Word to change anything on it.
Item number: TOOL-PL-001
Agency Services Comparison Chart.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
CSRs and producers who wish to use an itemized services comparison in their sales presentation. Suitable for personal and commercial lines. [Note: This same tool is also listed under Commercial Producer Sales Tools.]
File format:
Word document.
Headline:
[Name of agency] • Services comparison chart.
Image:
None.
Design format.
8.5" x 11" document. Identifies over 20 potential services that your agency might offer. Examples include CSR accessibility, communications, professional actions, and more. The chart also provides a column to list the equivalent services (if any) offered by their current agent or direct insurer. Chart can be easily edited with Word to change anything on it.
Item number: TOOL-PL-002
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